Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Miller is a financial advisor with over 11 years of experience in the financial services industry. Robert Miller is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since April 2022. Prior to that, Robert Miller was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from December 2011 to April 2022. Robert Miller is licensed to offer securities and investment advisory services in Alabama, California, District of Columbia, Florida, Georgia, Maryland, Michigan, New York, North Carolina, Ohio, South Carolina, and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
04/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fredericksburg VA)
VA
12/23/2011 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICKSBURG VA)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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